POLICY_RENEWAL_QUOTING

Quote policy renewal.

Submit this event using Firing an Event. Product configuration and enabled actions determine the workflow behavior. Use identifiers and snapshots from the same environment.

Request payload#

POST https://api.{ENV}.dais.com/ioi/v3/event/fire

curl --location --request POST 'https://api.{ENV}.dais.com/ioi/v3/event/fire' \
--header 'Authorization: Basic <Base64-encoded API key and secret>' \
--header 'Content-Type: application/json' \
--data-raw '{
  "type": "POLICY_RENEWAL_QUOTING",
  "payload": {
    "policyId": "<UUID of the policy ID>",
    "clientId": "<UUID of the client ID>",
    "documents": [],
    "intakeData": {
      "<Employee count question ID>": {
        "type": "ANSWER",
        "answer": "55",
        "qid": "<Employee count question ID>"
      },
      "<Annual revenue question ID>": {
        "type": "ANSWER",
        "answer": "2000000",
        "qid": "<Annual revenue question ID>"
      }
    },
    "policy": {
      "id": "<UUID of the policy ID>",
      "policyNumber": "<Policy number>",
      "issuingOrganizationId": "<UUID of the issuing organization ID>",
      "sellerOrganizationId": "<UUID of the seller organization ID>",
      "clientId": "<UUID of the client ID>",
      "quoteId": "<UUID of the quote request ID>",
      "productId": "<UUID of the product ID>",
      "premium": 4200.0,
      "effectiveDate": "2026-11-01",
      "expirationDate": "2027-11-01",
      "lastDayWithCoverage": "2027-10-31",
      "asRatingConfiguredAtTimestamp": "2026-10-01T00:00:00Z"
    }
  }
}'

{
  "type": "POLICY_RENEWAL_QUOTING",
  "payload": {
    "policyId": "<UUID of the policy ID>",
    "clientId": "<UUID of the client ID>",
    "documents": [],
    "intakeData": {
      "<Employee count question ID>": {
        "type": "ANSWER",
        "answer": "55",
        "qid": "<Employee count question ID>"
      },
      "<Annual revenue question ID>": {
        "type": "ANSWER",
        "answer": "2000000",
        "qid": "<Annual revenue question ID>"
      }
    },
    "policy": {
      "id": "<UUID of the policy ID>",
      "policyNumber": "<Policy number>",
      "issuingOrganizationId": "<UUID of the issuing organization ID>",
      "sellerOrganizationId": "<UUID of the seller organization ID>",
      "clientId": "<UUID of the client ID>",
      "quoteId": "<UUID of the quote request ID>",
      "productId": "<UUID of the product ID>",
      "premium": 4200.0,
      "effectiveDate": "2026-11-01",
      "expirationDate": "2027-11-01",
      "lastDayWithCoverage": "2027-10-31",
      "asRatingConfiguredAtTimestamp": "2026-10-01T00:00:00Z"
    }
  }
}

Request Fields#

See the shared event envelope. Set type to POLICY_RENEWAL_QUOTING and provide the payload below.

Payload Fields#

Required fields include the inputs used by this event's built-in action. Configured actions can require additional data.

Property	Required	Description
`policyId`	Yes	UUID of the policy being renewed.
`clientId`	No	UUID of the client associated with the policy.
`documents`	No	List of documents related to the event.
`intakeData`	No	Map of question identifiers to client answers.
`policy`	Yes	Policy snapshot object. Use the same policy as `policyId`.

The built-in action uses the policy's productId and expirationDate to find a hosted product version and its rating actions. Supply a complete stored policy snapshot. If no eligible hosted version or rating action is available, renewal quoting cannot produce successful options.

Response#

This example illustrates the common trigger response structure. Action counts and metadata depend on the actions that run; action-specific result fields are described where applicable.

{
  "triggerRequestId": "<UUID of the trigger request ID>",
  "executedActionCount": 0,
  "expectedResponseCount": 0,
  "metadata": {}
}

The built-in action stores its renewal quote-options result under metadata.POLICY_RENEWAL_QUOTING. Check the result's status and options before continuing the renewal flow.

Response Fields#

Property	Description
`triggerRequestId`	UUID identifying this trigger execution.
`executedActionCount`	Number of actions reported as executed.
`expectedResponseCount`	Number of expected action responses.
`metadata`	Action-specific results; may be empty.

See Firing an Event for execution modes and response handling.